Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Samuel? Claim Your ProfileSamuel Stroud is a financial advisor with over 6 years of experience in the industry. Samuel is currently registered with SPC and holds Series 7, SIE, and Series 66 licenses. Samuel provides financial planning, portfolio management, pension consulting, and other services to individuals, businesses, and retirement plans. Samuel is committed to helping clients achieve their financial goals and has a proven track record of success. Samuel also worked for Infinity Financial Services from July 25, 2017, until November 10, 2021.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consultation services
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Seminar attendance fees
1
2
MI
11/05/2021 - Present
SPC (ANN ARBOR MI)
PA
07/25/2017 - 11/10/2021
INFINITY FINANCIAL SERVICES (Erie PA)
BOTH
Issued 02/13/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/25/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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